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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,215 | $181,896-87.8% | $156,551-85.8% | $273,972-91.9% |
| Participation rate | 45.5% | 88.4%-42.9pp | 84.0%-38.6pp | 83.0%-37.6pp |
| Annual return | 5.48% | 30.74%-25.3pp | 32.23%-26.7pp | 41.46%-36.0pp |
| Employer contribution / active EE | $2,040 | $6,248-67.3% | $5,501-62.9% | $4,869-58.1% |
| Participant deferral / active EE | $3,924 | $5,550-29.3% | $4,871-19.5% | $5,287-25.8% |
| Admin fee / account holder | $6,247 | $15,560-59.9% | $13,028-52.0% | $10,133-38.3% |